SageSpring Wealth Partners- Financial Advisor Omaha, NE

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About SageSpring Wealth Partners

We'll help guide you along the way by bringing you our wisdom and valuable financial advice. From taxes, retirement accounts, insurance, and investments, we'll help you craft a financial plan that fits your needs and help you reach your desired outcome.

We believe that helping our clients with their financial lives helps improve all other aspects of their lives. When you have a strong financial plan in place, you can relax while knowing that the future is a little less uncertain.

Since we function as an independent advisor, you can trust that we are committed to protecting your interests and your assets. Set up a meeting today and we'll give you our feedback on your current financial plan and how it can be improved.

To better serve our clients, The Kew Wealth Team has two convenient locations in Iowa and Nebraska.

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General Information

No. of Employees

Firm CRD#

283515

Insurance License#

18520821

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

Long Term Care, Life, Annuity, Disability

Firm Information

Firm's Number of Clients

13,000

Assets Managed by Firm

$8,000,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$245,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Education

Bachelor of Arts - Economics and Finance

University of Northern Iowa
08/2009 -05/2012

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893411/paladinregistry-SageSpring-Wealth-Partners-detailed-disclosure.html

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Paladin Research Report For:

SageSpring Wealth Partners